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Now that an account package is in place it can be billed and an invoice generated which contains the package charges.

1 - Bill a Package on an Account and Generate an Invoice

Bill Account: Account → Profile → Packages → Bill Account

On the packages screen there is an option to bill packages (theaction button). This will allow you to bill the account package added in the step above. Provided the bill run date range is configured to bill over the package’s ‘Next Bill Date’ and the options on the bill run are set to bill packages, run invoices and render invoices.

Billing an Account Example

2 - View/Download the Invoice Generated by the Bill Run

Invoices: Account → Billing → Invoices

The UI will pop-up messages when a bill run starts and when it finishes. When a bill run finishes it will generate an invoice (provided run & render invoices was set on the bill run, and there were charges on the account to bill). After the bill run finishes you can load the Invoices screen to view the invoice details (transactions on it, taxes applied, etc.). To view the invoice you can download it as a pdf on the same Invoices screen (using the action button).

Account Invoice Management Example